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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,688 | $84,236+33.8% | $170,435-33.9% | $70,126+60.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.92% | 23.06%-3.1pp | 205.94%-186.0pp | 73.15%-53.2pp |
| Employer contribution / active EE | $7,002 | $3,387+106.7% | $5,432+28.9% | $2,343+198.9% |
| Participant deferral / active EE | $6,134 | $3,086+98.8% | $4,939+24.2% | $3,332+84.1% |
| Admin fee / account holder | $4,072 | $5,698-28.5% | $13,881-70.7% | $4,645-12.3% |